View and edit a client’s Credits

Avatar
by Ryan Hallett
Follow

From your 'My Hub' page (please see below)

New Hub.png

 

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

New Contacts.png

 

You can select the client profile 

New Contact profile.png

 

From the list below the client profile picture, you can click 'Financials' followed by 'Credits'

  New Contact financials credits.png

 

Here you can view and gift and deduct credits.

New contacts credits.png

Comments

0 comments
Article is closed for comments.